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Berkshire Hathaway Class B

3,374 hedge funds and large institutions have $228B invested in Berkshire Hathaway Class B in 2022 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 1,418 increasing their positions, 1,280 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $4.92B | Put options by funds: $3.82B

11% more repeat investments, than reductions

Existing positions increased: 1,418 | Existing positions reduced: 1,280

1.33% less ownership

Funds ownership: 66.58%65.25% (-1.3%)

2% less funds holding

Funds holding: 3,4493,374 (-75)

12% less funds holding in top 10

Funds holding in top 10: 653577 (-76)

20% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 165

24% less capital invested

Capital invested by funds: $301B → $228B (-$72.5B)

Holders
3,374
Holders Change
-75
Holders Change %
-2.17%
% of All Funds
56.84%
Holding in Top 10
577
Holding in Top 10 Change
-76
Holding in Top 10 Change %
-11.64%
% of All Funds
9.72%
New
132
Increased
1,418
Reduced
1,280
Closed
165
Calls
$4.92B
Puts
$3.82B
Net Calls
+$1.1B
Net Calls Change
-$376M
Name Holding Trade Value Shares
Change
Change in
Stake
DnB Asset Management
226
DnB Asset Management
Norway
$81.2M +$6.7M +21,353 +8%
BGIM
227
Brandywine Global Investment Management
Pennsylvania
$80.8M -$17.5M -55,923 -16%
EWM
228
Evercore Wealth Management
New York
$80.6M -$454K -1,446 -0.5%
Bank of Nova Scotia
229
Bank of Nova Scotia
Ontario, Canada
$80.6M -$131M -418,543 -59%
OWP
230
Obermeyer Wealth Partners
Colorado
$79.7M +$184K +585 +0.2%
M&T Bank
231
M&T Bank
New York
$79.5M +$31.4M +100,145 +37%
YCM
232
Yousif Capital Management
Michigan
$79.1M -$4.46M -14,222 -5%
Handelsbanken Fonder
233
Handelsbanken Fonder
Sweden
$78.5M +$3.78M +12,035 +4%
SRIM
234
Saratoga Research & Investment Management
California
$78.2M -$1.2M -3,824 -1%
Aviva
235
Aviva
United Kingdom
$77.6M -$3.76M -11,998 -4%
SJL
236
Shayne & Jacobs LLC
Tennessee
$77.4M +$2.31M +7,350 +3%
BIM
237
Bridges Investment Management
Nebraska
$77.4M -$611K -1,949 -0.7%
OPERF
238
Oregon Public Employees Retirement Fund
Oregon
$76.9M +$42.1M +134,153 +91%
DMIC
239
Dixon Mitchell Investment Counsel
British Columbia, Canada
$76.8M -$4.85M -15,462 -5%
Lazard Asset Management
240
Lazard Asset Management
New York
$76.8M +$330K +1,051 +0.4%
VanEck Associates
241
VanEck Associates
New York
$76.7M -$8.81M -28,070 -9%
CC
242
Cannell & Co
New York
$76.7M -$1M -3,198 -1%
JFL
243
Jarislowsky, Fraser Ltd
Quebec, Canada
$75.2M -$1.52M -4,859 -2%
HCM
244
Hitchwood Capital Management
New York
$75.1M +$4.71M +15,000 +6%
Nisa Investment Advisors
245
Nisa Investment Advisors
Missouri
$74.5M +$6.83M +21,771 +9%
Comerica Bank
246
Comerica Bank
Texas
$74M -$1.26M -4,020 -2%
Voloridge Investment Management
247
Voloridge Investment Management
Florida
$73.3M +$84.3M +268,642 New
FAF
248
Första AP-fonden
Sweden
$73M +$1.85M +5,900 +2%
Squarepoint
249
Squarepoint
New York
$73M +$68.8M +219,345 +457%
MAM
250
Madison Asset Management
Wisconsin
$72.9M +$4.47M +14,253 +6%

BRK.B Hedge Fund Activity: Q2 2022 in Review

3,374 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2022, worth a combined $228B — down 24% from $301B a quarter earlier.

Sellers outnumbered buyers: 165 funds closed out of BRK.B and 132 opened new positions — a net loss of 33 holders — while 1,280 trimmed existing stakes and 1,418 added.

The largest buyer was Morgan Stanley, adding an estimated $2.06B. The largest seller was Frontier Wealth Management, cutting an estimated $5.87B.

  • 3,374 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2022, down from 3,449 in Q1 2022.
  • Funds reported $228B of Berkshire Hathaway Class B stock for Q2 2022, down 24% quarter-over-quarter.
  • 132 funds opened new Berkshire Hathaway Class B positions in Q2 2022 and 165 closed out, a net change of -33 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2022 was Morgan Stanley, an estimated $2.06B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2022 was Frontier Wealth Management, an estimated $5.87B sold.

Based on aggregated 13F filings for Q2 2022.